Articles Tagged with estate funds

A Massachusetts attorney has been disbarred for engaging in activities which created conflicts of interest and for misusing client funds. The violations included (1) using client funds to purchase annuities from a company where the attorney was an agent and received a commission on the sale, (2) improperly cashing out existing annuities, which resulted in charges to the ward, (3) charging excessive fees to a guardianship estate, and (4) intentionally misusing over $10,000 of estate funds in another guardianship.

In April, 2016, the attorney submitted an affidavit of resignation admitting to violations of the Massachusetts Rules of Professional Conduct between 2007 and 2014. In June, 2016, the Board of Bar Overseers recommended acceptance of the affidavit and disbarment. The Supreme Judicial Court then adopted the recommendation and entered a judgment of disbarment effective immediately.

In Re John A Aliperta